|
⚲
|
| Meyer Gates Financial Advisors Inc
✚
|
|
|---|---|
| CRD # | 125046 |
| SEC # | 801-130107 |
| CIK # | |
| AUM | $151.4 M (2025-03-27) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Phone | 937-220-4915 |
| Address | 9078 Union Centre Blvd West Chester, OH 45069 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 127 | 43.6 |
| (b) Individuals (high net worth individuals) | 36 | 107.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 447 | 151.4 |
| By Discretionary | ||
| Discretionary | 447 | 151.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 447 | 151.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 151.4 | |
| Total | 447 | 151.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Financially Speaking Inc
✚
|
CO | 0.2 |
|
KRS Capital Management LLC
✚
|
MI | 0.2 |
|
Farris Capital Management Inc
✚
|
TX | 0.2 |
|
Sandy Morris Financial & Estate Planning Services LLC
✚
|
FL | 0.2 |
|
IMG Wealth Management Inc
✚
|
FL | 0.2 |
|
Koob Wealth Management LLC
✚
|
MN | 0.2 |
|
Del-Sette Capital Management LLC
✚
|
0.1 | |
|
Welch Financial Planning LLC
✚
|
CO | 0.1 |
|
ENR Asset Management Incorporated
✚
|
0.1 | |
|
Hanke & Apolonio Wealth Advisors LLC
✚
|
CA | 0.1 |